Anyone can hold the helm when the sea is calm...
It’s when the storm comes that you’re happy you have a professional steering the ship.

Merritt Capital Management, Inc. is an independent office based in Gloucester, Massachusetts on Boston’s lovely North Shore. Our professionals service institutions and affluent investors, who require pure capital management and unbiased advice.

T. Boone Pickens once stated that "Money is to be respected; One of the worst things you can do is handle another person's money without respect for how hard it was to earn." We respect our clients investments and weigh both the risks and the opportunities, knowing that one never comes without the other. If you’re serious about your investments and value professional asset management and advice—let us be your guide. We will help navigate you to your destination.

Our Mission

To help our clients achieve their own unique goals by managing their assets in a manner that maximizes their probability of success. We want to be the core manager for portfolios benchmarked against the S&P 500.

"The trick in investing is not to lose money. That’s the most important thing. If you compound your money at 9% a year, you’re better off than investors whose results jump up and down, who have some great years and horrible losses in others. The losses will kill you. They ruin your compounding rate, and compounding is the magic of investing."

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Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC . Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Merritt Capital Management Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
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